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iShares Russell 2000 Value ETF
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Overview Fund Activity

738 hedge funds and large institutions have $6.49B invested in iShares Russell 2000 Value ETF in 2019 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 235 increasing their positions, 230 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+88
Holders Change %
+13.54%
% of All Funds
14.57%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.83%
New
134
Increased
235
Reduced
230
Closed
37
Calls
$17.3M
Puts
$11M
Net Calls
+$6.33M
Net Calls Change
-$102M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$63.6M
2
B
Bailard
California
+$57.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$46M
4
Truist Financial
Truist Financial
North Carolina
+$44.8M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.6M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$134M
2
SV
Starboard Value
New York
-$103M
3
SGAM
Stephens Group Asset Management
Arkansas
-$78.1M
4
JRP
Jasper Ridge Partners
California
-$47.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAFM
351
Mid Atlantic Financial Management
Pennsylvania
$778K +$1.54K +12 +0.2%
LWAC
352
Laurel Wealth Advisors (California)
California
$770K -$7.71K -60 -1%
FNBT
353
FineMark National Bank & Trust
Florida
$768K -$23.7K -184 -3%
CWM
354
Cornerstone Wealth Management
Missouri
$756K -$1.41K -11 -0.2%
CBN
355
Cadence Bank NA
Texas
$751K -$2.44K -19 -0.3%
HCM
356
Howland Capital Management
Massachusetts
$744K – – –
CWM
357
Connecticut Wealth Management
Connecticut
$744K +$514 +4 +0.1%
FFA
358
First Foundation Advisors
California
$742K -$8.36K -65 -1%
PCMC
359
Paragon Capital Management (Colorado)
Colorado
$742K +$4.12K +32 +0.6%
VVP
360
Vulcan Value Partners
Alabama
$736K +$736K +5,723 New
MWP
361
MYCIO Wealth Partners
Pennsylvania
$722K +$95.1K +740 +15%
AIM
362
Alhambra Investment Management
Florida
$716K +$716K +5,572 New
NHC
363
Nicholas Hoffman & Company
Georgia
$713K – – –
AFC
364
AFT Forsyth & Company
Florida
$700K – – –
TFO
365
Tarbox Family Office
California
$694K – – –
GCM
366
Gables Capital Management
Florida
$688K – – –
PFM
367
Parsec Financial Management
North Carolina
$681K -$134K -1,041 -16%
PWM
368
Paulson Wealth Management
Illinois
$680K -$7.23K -56 -1%
AIC
369
Archer Investment Corporation
Indiana
$671K -$10.5K -82 -2%
Fiera Capital (Canada)
370
Fiera Capital (Canada)
Quebec, Canada
$669K +$1.03K +8 +0.2%
KFA
371
Kelleher Financial Advisors
New York
$668K -$7.71K -60 -1%
FCM
372
Firestone Capital Management
Florida
$668K +$668K +5,193 New
VCS
373
Vaughan & Co Securities
New Jersey
$668K +$668K +5,195 New
TNB
374
TCF National Bank
South Dakota
$665K -$38.2K -297 -5%
NCM
375
Next Capital Management
New York
$659K +$659K +4,214 New
13 14
15
16 17